Asset management

Asset management
(advisory)

Money management on leading international investment platforms

All commission parameters are individual and negotiable

You can hold a portfolio of securities either through a personal account or via an account opened with your company. The latter option can offer more favorable tax treatment for income and currency revaluation

In any of the options, the full report is available to you both online
and on a quarterly basis

Our support can take the form of periodic investment recommendations or the complete delegation of management decisions to your advisor. Clients may choose to work with either Russian or European managers

For Russian citizens, we offer secure custody of assets in segregated accounts with UAE brokers, whose depository accounts are maintained at a UAE bank rated AA- by S&P and Fitch. Clients also have access to leading US platforms such as Interactive Brokers and Charles Schwab, while UK and European platforms are available to holders of foreign passports

We tailor an investment strategy to the client’s individual preferences

HOW WE OPERATE

We analyze your goals and determine the composition of your portfolio

Maximizing risk-adjusted returns

Regardless of your level of involvement in the management process, you always retain full control over your assets

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Silver Wind Advisors are investment professionals with a proven track record in managing private client portfolios and hold Chartered Financial Analyst (CFA) certifications.

In addition to traditional solutions, we also offer our clients venture and alternative investment opportunities, including both securities and the mining of digital financial assets.

Successful investment cases
(2022−2025)

Amazon (AMZN) — Purchased at $ 88, increased to $ 235
Return: +167%
Rationale: Significant share price decline due to fears of an e-commerce slowdown and rising costs. We recognized the structural growth potential of AWS and the company’s leading positions in logistics and digital advertising.

Microsoft (MSFT) - Purchased at $ 220, increased to $ 550
Return: +150%
Rationale: Temporary price weakness amid broad pressure on the technology sector. We identified the strength of Azure in the cloud market, the resilience of recurring cash flows, and the monetization potential of AI.

Alphabet (GOOGL) — Purchased at $ 90, increased to $ 200
Return: +122%
Rationale: Market underestimated short-term risks in digital advertising. We focused on Google’s search monopoly, the long-term value of YouTube, cloud services, and investments in AI.

Conclusion: Strategic acquisitions during periods of market pessimism delivered an average return of +146% over three years.

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Investments in payment systems
(2020−2025)

Visa (V): Purchased at $ 150, increased to $ 375

Return: +150%

Mastercard (MA): Purchased at $ 220, increased to $ 590

Return: +168%

Rationale: During the pandemic, the market overestimated the short-term decline in consumer activity, leading to a temporary drawdown in stock prices due to reduced international transactions. Our investment strategy was based on the anticipated recovery of global payment volumes and the robust, high-margin business models of Visa and Mastercard.

Additionally, we identified growth opportunities driven by the accelerated shift to cashless payments, strategic fintech partnerships, and expansion into emerging markets.

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EXAMPLES OF SUCCESSFUL CASES

Investing in Apple (2016−2021)

Apple (AAPL): Bought at $ 90, sold at $ 500 (pre-2020 stock split prices)

Return: +455% over 5 years

Rationale: In 2016, the market underestimated Apple’s growth potential, particularly doubting iPhone sales in China and the viability of new product innovations. Our investment thesis was grounded in Apple’s strong brand loyalty, the resilience and integration of its ecosystem, the scalability of its services segment (e.g., App Store, iCloud, Apple Music), and its robust capital return program through share buybacks and dividends.

Conclusion: This investment delivered almost fivefold returns, underscoring the value of a disciplined, fundamentals-driven approach combined with long-term patience.

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We do not predict the future dynamics of the stock market.

Our strategy is built on the conviction that a business’s market price rarely aligns with its intrinsic value.

We aim to capitalize on rare opportunities to acquire high-quality businesses at a discount to their intrinsic value, then patiently hold until the gap between price and value narrows.

We invest with a long-term perspective, guided by the principles of value investing.

OUR INVESTMENT PHILOSOPHY

We select high-quality businesses from industries with stable, predictable growth trends over the next 5−10 years. Our focus is on companies that demonstrate:

Superior Growth: Annual growth rates of approximately 15% or higher, outpacing industry competitors.
High Capitalization and Competitive Advantages: Preference for large-cap companies with durable competitive moats, such as monopoly power, high barriers to entry, economies of scale, or technological superiority.
Market Dominance: Businesses that lead their niche and offer differentiated products or services.
Trustworthy Management: Leadership teams that act as stewards of shareholder value, managing the company with an owner’s mindset.

We invest with a long-term perspective, guided by the principles of value investing. Our strategy is built on the conviction that a business’s market price rarely aligns with its intrinsic value. As value investors, we aim to capitalize on rare opportunities to acquire high-quality businesses at a discount to their intrinsic value, then patiently hold until the gap between price and value narrows.

As value investors, we adhere to the principle that "Price is what you pay, value is what you get." We aim to capitalize on rare opportunities to acquire high-quality businesses at a discount to their intrinsic value, patiently holding until the gap between price and value narrows.

We do not claim to predict market movements or anticipate short-term fluctuations. Instead, we embrace stock volatility as an essential component of successful investing, providing opportunities to purchase exceptional companies at attractive prices. Our disciplined, fundamentals-driven approach is designed to deliver consistent double-digit returns over the long term, regardless of evolving economic conditions.

Our portfolios consist of 10−15 carefully researched stocks from developed markets, prioritizing resilience to economic cycles. We focus on companies with robust business models and competitive advantages, ensuring long-term stability and growth.

We select first-class businesses that demonstrate sustainability and consistent revenue growth, based on the following criteria:

Resilience: Companies with strong fundamentals, capable of withstanding macroeconomic fluctuations.
Non-Cyclical Sectors: Preference for industries such as IT services, software development, infrastructure, railways, airports, logistics, stock exchanges, insurance, payment services, and aircraft manufacturing.
Growth Potential: Businesses with scalable models and predictable revenue streams.

OUR INVESTMENT PRINCIPLES

We are committed to regular, clear, and honest communication with our clients. We avoid embellishing or exaggerating the truth and never make promises we cannot keep. Our goal is to provide straightforward updates on your investments, maintaining transparency at all times.

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We invest a significant portion of our own capital, alongside that of our family and friends, in the same securities selected for your portfolios. This ensures our interests are fully aligned with yours, fostering trust and a shared commitment to long-term success.

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We prioritize thorough risk assessment before investing, consistently avoiding high-risk opportunities, regardless of their potential returns. Our focus is on maximizing long-term portfolio performance, even if it means accepting temporary short-term declines in value.

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